Insurance Management

Automate policy management, broker interactions and claims

Minimize fraud, speed up claims, and simplify policy administration with AI Agents embedded in your workflows — no spreadsheets, no rework, full traceability.

Duas mulheres olhando para o computar conferindo os processos da esteira da seguradora no pipefy

+4,000 companies boost their processes with Pipefy

Automation

Smarter operations powered by intelligent automation

Automate key processes like broker onboarding, policy issuance, and claims handling — all with speed, compliance, and complete visibility.

Efficiency

Automated rules for profile validation, compliance checks, and policy documentation.

Integration

Integrate with local and regulatory platforms for seamless validations.

✨ Pipefy AI

AI that detects fraud, validates data, and approves claims

Identify inconsistencies before losses occur. AI Agents cross-check internal and external data to validate claims, policies, and registrations — proactively and at scale.

Productivity

Smarter insurance operations — lower risk, higher returns

With digital workflows and AI, your insurance operation gains scale and control — reducing losses, speeding up renewals, and improving both broker and customer experience.

+70%

Reducing the time it takes to issue and renew policies.

+55%

Of productivity gains in the claims team.

“My team is always looking for projects that pay off. The work with Pipefy was such a case. We had our investment back in a matter of 3 to 5 months - just talking about the costs.”

Fabiano Carvalho
warden

“The modernization process brought improvements not only for us, but also for the new employees, who form their first impressions of the company.”

Neila Nascimento
Tech Recruiter

Automated insurance management

Safe environment

Centralize policies, claims, and contracts with full access control, audit trails, and compliance with data privacy and insurance regulations.

Integrações da ferramenta pipefy com outras soluções.

Complete integrations

Connect legacy systems, CRMs, and data providers to unify information and speed up approvals.

Smart actions

Trigger automated workflows for broker interactions, policy validations, and real-time claim updates.

Insurance operations with AI

Talk to an expert and discover how to optimize your processes more efficiently and autonomously.

Easily create and optimize AI Agents
Automate insurance workflows without code
Integrate and orchestrate your operations
Thank you! One of our Automation Specialists will be in touch shortly.
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